JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Otter Tail
OTTR
$3.49B
| $5.8M | ﹤0.01% |
125,674
+34,857
| +38% | +$1.61M |
|
2452
SPDR S&P Semiconductor ETF
XSD
$1.52B
| $5.8M | ﹤0.01% |
31,737
+12,813
| +68% | +$2.34M |
|
2453
Fresh Del Monte Produce
FDP
$1.71B
| $5.79M | ﹤0.01% |
202,097
-66,475
| -25% | -$1.9M |
|
2454
Helios Technologies
HLIO
$1.8B
| $5.78M | ﹤0.01% |
79,359
+16,679
| +27% | +$1.22M |
|
|
VVNT
2455
DELISTED
Vivint Smart Home, Inc. Class A Common Stock
VVNT
| $5.78M | ﹤0.01% |
403,716
+109,027
| +37% | +$1.56M |
|
2456
AdvanSix
ASIX
$559M
| $5.77M | ﹤0.01% |
214,938
+18,826
| +10% | +$505K |
|
2457
National Bank Holdings
NBHC
$1.43B
| $5.76M | ﹤0.01% |
145,128
+50,506
| +53% | +$2M |
|
2458
Par Pacific Holdings
PARR
$1.8B
| $5.75M | ﹤0.01% |
407,202
+59,594
| +17% | +$842K |
|
2459
Ascendis Pharma
ASND
$11.9B
| $5.73M | ﹤0.01% |
44,488
+36,016
| +425% | +$4.64M |
|
2460
Marten Transport
MRTN
$946M
| $5.72M | ﹤0.01% |
336,963
+136,241
| +68% | +$2.31M |
|
2461
Simply Good Foods
SMPL
$2.71B
| $5.72M | ﹤0.01% |
187,884
+137,912
| +276% | +$4.2M |
|
2462
CSG Systems International
CSGS
$1.87B
| $5.71M | ﹤0.01% |
127,254
+65,526
| +106% | +$2.94M |
|
2463
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.69B
| $5.71M | ﹤0.01% |
105,779
-272
| -0.3% | -$14.7K |
|
|
GCAC
2464
DELISTED
Growth Capital Acquisition Corp. Class A Common Stock
GCAC
| $5.69M | ﹤0.01% |
+586,465
| New | +$5.69M |
|
|
CBB
2465
DELISTED
Cincinnati Bell Inc.
CBB
| $5.68M | ﹤0.01% |
370,257
-236,938
| -39% | -$3.64M |
|
2466
Domo
DOMO
$696M
| $5.68M | ﹤0.01% |
100,942
+63,633
| +171% | +$3.58M |
|
2467
BOK Financial
BOKF
$7B
| $5.68M | ﹤0.01% |
63,585
+50,019
| +369% | +$4.47M |
|
2468
El Pollo Loco
LOCO
$298M
| $5.68M | ﹤0.01% |
352,101
+221,479
| +170% | +$3.57M |
|
2469
Repare Therapeutics
RPTX
$74.7M
| $5.66M | ﹤0.01% |
184,477
+184,450
| +683,148% | +$5.66M |
|
2470
Helix Energy Solutions
HLX
$932M
| $5.64M | ﹤0.01% |
1,117,726
+364,754
| +48% | +$1.84M |
|
|
RDUS
2471
DELISTED
Radius Recycling
RDUS
| $5.62M | ﹤0.01% |
134,531
+34,051
| +34% | +$1.42M |
|
2472
Compass Diversified
CODI
$539M
| $5.62M | ﹤0.01% |
242,716
-18,132
| -7% | -$420K |
|
2473
Vanguard Russell 1000 Growth ETF
VONG
$32.5B
| $5.61M | ﹤0.01% |
89,704
-15,616
| -15% | -$976K |
|
2474
Utah Medical Products
UTMD
$200M
| $5.6M | ﹤0.01% |
64,618
-1,882
| -3% | -$163K |
|
2475
Dianthus Therapeutics
DNTH
$1.49B
| $5.59M | ﹤0.01% |
29,499
+10,500
| +55% | +$1.99M |
|